"Safe haven" emerges after the cooling of the AI trading theme: Bank of America endorses $450 target price + value rotation ignites UnitedHealth's (UNH.US) counterattack trajectory.

According to the Wise Finance APP, after experiencing five consecutive trading days of stock price decline, the stock price of the American healthcare insurance giant UnitedHealth Group (UNH.US) surged more than 5% in Thursday's US stock market close as leading companies in the AI computing power industry experienced a collective rebound in stock prices. Prior to this, Bank of America upgraded the rating of this managed healthcare giant from "neutral" to "buy" and significantly raised the target price from $420 to $450. The main reasons include strong second-quarter earnings prospects and institutional funds taking profits after settling positions in popular AI-related technology stocks, combined with increasing yields on 10-year US Treasury bonds, which may lead to a reinvestment of funds into undervalued, value-oriented safe haven assets such as healthcare.